Dell’Oro: Rising Microwave Transmission Revenue
Point-to-point Microwave Transmission equipment revenue grew 7 percent year-over-year in 4Q 2024, according to a new report from Dell’Oro Group. This quarter’s growth was due to higher demand in two...
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Dell’Oro: Improving Outlook for Optical Transport Equipment
The Optical Transport equipment market ended 2024 on a strong note, growing approximately 45 percent quarter-over-quarter in 4Q 2024, according to a new report from Dell’Oro Group. The market, however, declined by...
SonicWall Warns SMBs: Cyberattacks Are Moving Faster Than Ever
SonicWall has released its 2025 Annual Cyber Threat Report, highlighting the accelerating speed and sophistication of cyberattacks targeting small and mid-sized businesses (SMBs). The report underscores that threat actors now...
Dell’Oro: Mobile Core Network Market Growth Declines
The Mobile Core Network (MCN) market growth slides downhill to minus percent year-over-year (Y/Y) in 4Q 2024, according to a new report from Dell'Oro Group. The market ended 2024 with...
Data Center Networking for AI and Cloud
The data center networking landscape is experiencing unprecedented transformation driven by the explosive growth of generative AI workloads. Major industry players are committing hundreds of billions of dollars to AI...
Dell’Oro: Custom Accelerators Poised to Outpace GPUs in Volume
The global data center accelerator market is projected to reach $382 billion by 2029, according to a new report from Dell'Oro Group. Custom accelerators are also poised to outpace commercially available accelerator...
Dell’Oro: Strong Rebound in Front-End Data Center Switch Deployments
Ethernet data center switch sales in traditional front-end networks, primarily supporting general-purpose servers, are expected to rebound in 2025 after a brief pause in 2024, according to a new report...
Fiber Broadband Association Reports Stable Deployment Costs Amid Rising Labor Expenses
The Fiber Broadband Association (FBA) has released its 2024 Fiber Deployment Cost Annual Report, conducted by Cartesian, analyzing the evolving costs of fiber broadband deployment. The study found that broadband...
Dell’Oro: Data Center CAPEX to Hit $1T by 2029
Worldwide data center capex is projected to surpass $1 trillion by 2029, according to a new report from Dell'Oro Group. AI infrastructure spending will maintain its strong growth momentum despite...
Dell’Oro: Data Center Switch Sales in AI Back-End Networks
Spending on switches deployed in AI back-end networks for accelerated servers is forecast to surpass $100 B over the next five years (2025-2029), according to a new report from Dell'Oro...
Dell’Oro: Wi-Fi 7 Will Require Campus Switch Upgrades
According to a recently published report by Dell’Oro Group, 2024 was a difficult year for Ethernet Campus Switch sales, with a 20 percent contraction compared to record revenues in 2023,...
Dell’Oro: High End Router Market Forecast to Grow at 4% CAGR
The High End Router market is forecast to grow at a 4% compounded annual growth rate (CAGR) for the next five years to $12.7 billion by 2029, according to a...
Dell’Oro: Broadband Equipment Spending Expected to Peak at $19.2 B in 2028
The Broadband Access Equipment market is forecasted to grow 0.8 percent on average for the next five years (2024-2029), with total revenue expected to peak in 2028, as cable operators...
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